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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio COMT Stock Details COMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,033
Closed -$259K – 202
2025
Q2 		$259K Sell
10,033
-329
-3% -$8.33K ﹤0.01% 198
2025
Q1 		$274K Sell
10,362
-1,104
-10% -$28.8K 0.01% 189
2024
Q4 		$290K Sell
11,466
-1,298
-10% -$33.8K 0.01% 182
2024
Q3 		$331K Sell
12,764
-2,302
-15% -$60.4K 0.01% 178
2024
Q2 		$411K Sell
15,066
-8,880
-37% -$242K 0.01% 170
2024
Q1 		$647K Sell
23,946
-4,374
-15% -$113K 0.01% 152
2023
Q4 		$710K Sell
28,320
-10,819
-28% -$296K 0.02% 154
2023
Q3 		$1.14M Sell
39,139
-30,288
-44% -$856K 0.03% 120
2023
Q2 		$1.8M Sell
69,427
-14,451
-17% -$380K 0.05% 110
2023
Q1 		$2.27M Sell
83,878
-1,124,942
-93% -$30.7M 0.07% 93
2022
Q4 		$34.1M Buy
1,208,820
+12,617
+1% +$450K 1.27% 23
2022
Q3 		$42.7M Sell
1,196,203
-42,790
-3% -$1.64M 5.27% 7
2022
Q2 		$50.7M Sell
1,238,993
-123,689
-9% -$5.25M 2.11% 12
2022
Q1 		$54.6M Buy
1,362,682
+64,422
+5% +$2.34M 1.95% 13
2021
Q4 		$40.1M Buy
1,298,260
+9,018
+0.7% +$320K 1.46% 21
2021
Q3 		$46.2M Buy
1,289,242
+111,353
+9% +$3.82M 1.81% 18
2021
Q2 		$40.6M Buy
+1,177,889
New +$38.5M 1.67% 20

Other funds holding COMT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
VWM
VCI Wealth Management St Louis, Missouri $361M AUM 23.02% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's COMT Position: Q3 2025 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q3 2025, closing a stake of 10,033 shares — an estimated $259K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in COMT in Q2 2021 and held it in 17 quarters. The position peaked at $54.6M in Q1 2022. 140 funds tracked by Wall St. Rank hold COMT as of Q3 2025.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 10,033 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q3 2025, an estimated $259K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q2 2021 and held it in 17 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $54.6M in Q1 2022.
  • 140 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q3 2025.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.